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HWCIX vs VIVAX
HWCIX vs VIVAX Comparison
Open Charts HWCIX vs VIVAX
Hotchkis & Wiley Disciplined Value I
Price$30.00
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets79.13M
Vanguard Value Index I
Price$69.34
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
HWCIX vs VIVAX Comparison Chart in %
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HWCIX vs. VIVAX commentary
Jul 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HWCIX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. HWCIX (79.1M). VIVAX pays higher dividends than HWCIX: VIVAX (2.06) vs HWCIX (1.80). HWCIX was incepted earlier than VIVAX: HWCIX (21 years) vs VIVAX (33 years). HWCIX (1.01) is less costly to investors than VIVAX (0.17). HWCIX is a more actively managed with annual turnover of: 34.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than HWCIX: VIVAX (3000) vs HWCIX (250000). VIVAX annual gain was more profitable for investors over the last year : 6.23 vs. HWCIX (-5.54). HWCIX return over 5 years is better than : 103.46 vs. VIVAX (71.88).
| HWCIX | VIVAX | HWCIX / VIVAX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 5.248 | 5.103 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1M | 195B | 0% |
| Annual Yield % from dividends | 1.80 | 2.06 | 87% |
| Returns for 1 year | -5.54 | 6.23 | -89% |
| Returns for 3 years | 36.67 | 35.73 | 103% |
| Returns for 5 years | 103.46 | 71.88 | 144% |
| Returns for 10 years | 117.14 | 109.38 | 107% |
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